NFSG
BNY

Newbridge Financial Services Group’s Bank of New York Mellon BNY Stock Holding History

Newbridge Financial Services Group’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$92.1K Buy
637
+251
+65% +$34.3K 0.01% 348
2026
Q1 		$45.8K Buy
386
+101
+35% +$12K 0.01% 438
2025
Q4 		$33.1K Sell
285
-28,399
-99% -$3.14M 0.01% 526
2025
Q3 		$3.13M Buy
28,684
+28,666
+159,256% +$2.92M 0.47% 50
2025
Q2 		$1.64K Hold
18
– – ﹤0.01% 1152
2025
Q1 		$1.51K Hold
18
– – ﹤0.01% 917
2024
Q4 		$1.38K Buy
+18
New +$1.39K ﹤0.01% 1000

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Newbridge Financial Services Group's BNY Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Bank of New York Mellon (BNY) stake by 65% in Q2 2026, buying an estimated $34.3K and bringing the position to 637 shares worth $92.1K. The position accounts for 0.01% of the portfolio, ranked #348.

Newbridge Financial Services Group first reported a position in BNY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.13M in Q3 2025. 1,867 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Newbridge Financial Services Group held 637 shares of Bank of New York Mellon worth $92.1K as of Q2 2026.
  • Newbridge Financial Services Group bought 251 Bank of New York Mellon shares in Q2 2026, an estimated $34.3K.
  • Bank of New York Mellon made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #348 holding.
  • Newbridge Financial Services Group first reported a position in Bank of New York Mellon in Q4 2024 and has held it in 7 quarters since.
  • Newbridge Financial Services Group's Bank of New York Mellon position peaked at $3.13M in Q3 2025.
  • 1,867 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.